Software Selection Checklist

  • Thoroughly automates the Percentage of Completion Method of Accounting
    • Automated Over/under billings postings and automatic job cost to GL tie out
    • Over/Under Billings Reporting based on labor work date (not check date) and Automated wages accruals (syncs Job Cost labor/equip dates with GL transaction dates)
    • Full Summary of Contracts (Ties job costs and revenue to your income statement. Not just a bonding report.)
    • Extensive job burdening capability, including automated retroactive allocation of over/under indirect cost allocations.
  • Test drive provided
  • Automated audit trail (easily fix mistakes while the software does a comprehensive audit trail for you)
  • Comprehensive interfaces for all three options: Desktop, Web and Mobile
  • Customizable (turn on/off ) menu items, grids, views, facilities, dialogs, tabs and fields
  • Drill down to detail from anywhere
  • Dynamic Dashboard and Flow Chart Creation
  • Outlook, Gmail and Apple email and calendar integrations
  • Real Time posting
  • Board (Kanban) Facilities that can be turned on for any Menu Item
  • Scheduling (Resource and Gantt) Facilities that can be turned on for any Menu Item
  • Import Facilities that can be turned on for any Menu Item
  • File System Facilities for any Menu Item
  • Dynamic setup (setup options can be changed after implementation)
  • Relational Architecture (one system with no sub-systems/modules and no integration)
  • Strong financial controls (Requires job posting when posting to direct costs. Does not allow posting to jobs outside of the direct costs section of your chart of accounts.
  • Granular level security (menu items, facilities, tabs, views, fields and roles)
  • All reports and forms editable and customizable
  • Customizable dynamic workflow (The software provides for flexibility with work flow. Processes are not static.)
  • Does not require purging of transaction data at year end
  • Multi Companies, Divisions and Departments
  • Certified payroll
  • Multi-union payroll
  • Equipment Control with Automated depreciation accruals
  • Job Budgets have unlimited tiers/levels (provides for phase, cost code, change order levels)
  • Change Order Control and Change Order Columns on Budget
  • Indirect cost pool functionality
  • Integrates with your estimating systems
  • Estimating with On-Screen Takeoffs
  • Unitary (Production) estimating and costing (per unit)
  • Cost Plus/Time and Materials functionality
  • Lump-Sum Not to Exceed functionality
  • Progress Billing (unitary and percent complete)
  • Project Management doc control (RFIs, Submittals, Daily Logs …)
  • Work Orders with Dispatch Board
  • Webinar and training videos
  • No modular pricing (You get the entire system when you purchase the software.)
  • Date sensitive reporting to a specific day (not just month end)
  • Designed to facilitate DCAA Audits